| Revenue growth | H1 revenue +32% YoY to ₹182.25 Cr; mgmt says mainly volume-led. |
|---|---|
| Margins | H1 EBITDA margin 12% vs 16% LY; Q1 ~16%, Q2 ~9%, contracting. |
| Order book | 'Very strong' per mgmt; equipment pipeline ₹15-20 Cr for FY27. |
| Demand visibility | Volumes grew across segments; order book strong, Q4 expected strong. |
| Management confidence | Balanced-to-defensive; candid on margin erosion, no normalisation timeline given. |
Growth
H1 revenue +32% YoY to ₹182.25 Cr, mainly volume-led per management; Q2 +11% QoQ. Water +28%, distribution +86%.
Outlook
No numeric guidance; Q4 expected strong; margin recovery depends on material costs, 1-2 quarters after.
Risks
Material cost 56% of sales vs 46% LY; Iran war-linked inflation, no normalisation timeline; 25-30% water sales fixed-price PSU.
Last quarter's promises, checked
Delivered
- Guided each qtr above prior-yr qtr → Q2 FY27 +31% YoY, H1 +32% (= BEAT)
Partly delivered
- Guided water vol ~10% (Q1) → H1 water rev +28%, volume split undisclosed (= PARTIAL)
- Guided price hikes to offset margin loss 'to some extent' → price contributed, but H1 EBITDA still ~4 pts lower (= PARTIAL)
- Guided ~₹65 Cr cash to deploy in network/geographic expansion → acquisitions cited, unnamed, no amount (= PARTIAL)
Missed
- Guided construction vol +15-20% (Q1) → H1 vol 1,988→1,330 MT (= MISS)
- Said costs pass through in ~a couple qtrs → H1 EBITDA 12% vs 16% LY; Q2 ~9%, contracting (= MISS)
- Said ≥₹100 Cr/qtr 'possible' for next 4 qtrs → Q2 FY27 ₹95.8 Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: CHEMBONDCH. Summary written with AI assistance from the document.
Chembond Chemicals Ltd: key numbers
- Share price
- ₹204.22
- Market cap
- ₹549.3 Cr
- Revenue (annual)
- ₹326.1 Cr
- Net profit (annual)
- ₹34.96 Cr
- P/E (TTM)
- 16.0×Sector 34.1×
- Promoter holding
- 68.17%+0.17% QoQ
- FII holding
- 0.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Chembond Chemicals Ltd
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Chembond Chemicals has issued a postal ballot notice seeking member approval to appoint Mrs. Mamta Nirmal Shah as Non-Executive Non-Independent Director. E-voting runs from 1 to 30 November 2026.
Chembond Chemicals Management Change
Chembond Chemicals appointed Mrs. Mamta Nirmal Shah as a Non-Executive Non-Independent Director effective October 24, 2026. The same board outcome also approved Q2/H1 results and a postal ballot to ratify her appointment.
Chembond Chemicals Investor Presentation: Key Takeaways
H1 FY27 revenue ₹182.25 Cr (+32% YoY) but EBITDA flat at ₹22.55 Cr; margin fell to 12.4% from 16.0% on material cost volatility.
Chembond Chemicals Q2 FY27 Results: Net Profit ₹3.3 Cr, Down 54.2% YoY
Chembond Chemicals Ltd reported revenue from operations of ₹95.8 Cr (+31.2% YoY) and net profit of ₹3.3 Cr (-54.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹3.3 Cr · -54.2% YoY
Chembond Chemicals Board Meeting Date
Chembond Chemicals Ltd will hold a board meeting on October 24, 2026, to consider and approve its unaudited standalone and consolidated financial results.
Chembond Chemicals Other Announcement
Chembond Chemicals Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026. This is a routine compliance disclosure as per SEBI regulations.